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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,796 | $166,242-90.5% | $165,071-90.4% | $145,884-89.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 9.96% | 100.44%-90.5pp | 70.17%-60.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,397 | $5,283-54.6% | $4,347-44.9% | $4,662-48.6% |
| Participant deferral / active EE | $3,084 | $6,964-55.7% | $6,035-48.9% | $6,690-53.9% |
| Admin fee / account holder | $23,746 | $16,658+42.5% | $12,695+87.1% | $13,392+77.3% |